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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2026
Destination Wealth Management
California
– -$198K -4,191 Closed
MUS
2027
Mitsubishi UFJ Securities
Japan
– -$144K -3,040 Closed
AIP
2028
Almanack Investment Partners
Pennsylvania
– -$134K -2,827 Closed
LA
2029
Legacy Advisors
Pennsylvania
– -$105K -2,220 Closed
MS
2030
Mizuho Securities
Japan
– -$95K -2,000 Closed
PFC
2031
Phocas Financial Corp
California
– -$91K -1,930 Closed
EWM
2032
Executive Wealth Management
Michigan
– -$80K -1,695 Closed
CWA
2033
Clarus Wealth Advisors
Arizona
– -$74K -1,565 Closed
MWM
2034
Mascoma Wealth Management
New Hampshire
– -$69K -1,464 Closed
MF
2035
Manchester Financial
California
– -$66K -1,402 Closed
RWA
2036
Redhawk Wealth Advisors
Minnesota
– -$63K -1,326 Closed
SFG
2037
SevenBridge Financial Group
Pennsylvania
– -$40K -1,300 Closed
TFA
2038
Transamerica Financial Advisors
Florida
– -$51K -1,076 Closed
MWM
2039
Meridian Wealth Management
Kentucky
– -$49.6K -1,049 Closed
CFA
2040
Camarda Financial Advisors
Florida
– -$33K -691 Closed
NCM
2041
Next Capital Management
New York
– -$32K -685 Closed
PCMK
2042
Paragon Capital Management (Kansas)
Kansas
– -$24K -509 Closed
W
2043
WealthStone
Ohio
– -$14K -296 Closed
AWM
2044
AllSquare Wealth Management
New York
– -$11K -239 Closed
TA
2045
TCG Advisors
Texas
– -$7K -159 Closed
BEI
2046
Benjamin Edwards Inc
Missouri
– -$4K -75 Closed
AS
2047
Altshuler Shaham
Israel
– +$283 +6 New
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